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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $35,013 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,468 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,526 | $79,181-40.0% | $102,423-53.6% | $74,429-36.1% |
| Participation rate | 77.5% | 74.8%+2.7pp | 76.5%+1.0pp | 67.2%+10.3pp |
| Annual return | 13.78% | 54.97%-41.2pp | 29.42%-15.6pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $1,792 | $2,362-24.1% | $3,023-40.7% | $2,625-31.7% |
| Participant deferral / active EE | $4,213 | $4,416-4.6% | $5,054-16.6% | $4,348-3.1% |
| Admin fee / account holder | $278 | $2,002-86.1% | $9,455-97.1% | $1,944-85.7% |